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403(b) Plan Distribution Request Form

Use this form to request a distribution from your 403(b) account. Please note: Generally this form must be certified by your employer or an authorized third party.

Literature Code: R403B-FDIST

Format: PDF (659k)

Publication Date: 01/14

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Roadmap to Rollovers: A Guide for Job Changers Brochure

Roadmap to Rollovers: A Guide for Job Changers Brochure

Covers the retirement plan distribution options available for job changers, and explains why Rollover IRAs may be the best choice. More

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